Provision Digital | Client Portal

Add a client

Business name

Slug (in URLs, no spaces)

Logo (optional)

Tagline Lead notification emails (comma separated) Monthly fee (what they pay Provision, powers the Return column) Google Ads (optional, for conversion sync)

Edit lead

Name

Phone

Email

Vehicle Service request

Campaign

Location

Delete this lead?

and every note on this lead will be removed from the tracker permanently. If a Google Ads conversion was already sent for this lead, it stays in Google Ads.

User

Full name

Email (their login)

Phone

Access

Permission

Add a user

Full name Email Access Permission

Your team

Invite a teammate

They get an email with a link to set their own password.

Can manage this team

Book a time with us

Pick a slot that works and we will walk through it together.

Client logins

All trackers

Portal clients

▸ Standalone trackers

Messages

Users

ClientPortal.

Welcome back.

Forgot your password?

Set a new password.

All trackers

Portal clients

▸ Standalone trackers

Messages

Users

Client
Portal.